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RIA M&A surges back in the third quarter: Report
The marketplace for registered investment advisors saw 'a rebound to levels of deal activity not seen since early 2022,' according to Echelon Partners.
Carlyle takes stake in Captrust
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
Why RIAs should look at PE the way PE looks at RIAs
As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
Carlyle pledges net zero by 2050
The PE firm emphasized working with companies to change their practices rather than divesting from those with unfavorable climate change characteristics.
CalPERS, Carlyle in ESG data push
More than a dozen investment firms overseeing more than $4 trillion in assets are banding together to standardize data on the environmental, social and governance performance of their portfolio companies.
